Pallone Financial Services is an independent financial planning firm established in 1996.
We offer a wide array of investment brokerage services and focus on working with individuals and small business owners to develop comprehensive financial plans and present solutions for managing wealth. As an Independent Broker of insurance and investment products we don’t represent just one company, we search the market for products that fit your personal situation. We will analyze your current financial position, identify your needs, and develop a plan that fits your individual situation regarding your Investments, Life Insurance,College Funding and Retirement Planning.
Newsletters
-
College Savings: Roth or 529 Plan?
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
-
Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
-
Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
-
Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.